Waterfall Dashboard - Configuration Details
Fields Definition
Total Value | Component | Description |
---|---|---|
Local adjustments
| Foreign exchange adjustment | Adjustments due to exchange/currency issues |
Local/Regional adjustments | Adjustments for local costs (e.g. tariffs), regional customer preferences and market competitiveness | |
Volume discounts
| Volume discounts | Discounts for bulk purchases |
Sales channel discounts | Discounts for a specific sales channel | |
Seasonal discounts | Discounts for seasonal sales objectives (e.g. reduce inventory) | |
Customer negotiated discounts | Customized discounts negotiated with the customer | |
Free giveaways | Free services or products given to customer with a purchase and shown on the invoice | |
Competitive discounts | Discretionary discounts negotiated before the order is taken based on competitors' prices | |
Instant rebates | Rebates given before the invoice price | |
End-customer discounts | Discounts for end-customer rather than retailer or distributor (typically large end-customers) | |
Customer pick-up allowance | Allowance paid for customers who pick up the goods by themselves | |
Other on-invoice promotions | Others | |
Stocking allowance
| Stocking allowance | Discounts paid to wholesalers/retailers to make large purchases into inventory (often before seasonal demand increase) |
Early payment discounts | Negotiated discounts or deduction from the invoice if the payment is made early | |
Quick/cash payment discounts | Deduction from the invoice price if payment is made quickly | |
Rebates | Refunds given for purchasing at certain times, early orders or for selling a product to a specific customer | |
Marketing/Market development promotions | Allowance paid to support advertising of manufacturer's brand or to promote sales in a specific market segment or during a promotional time period | |
Rewards/Customer loyalty program | Redeem points for gifts or receive one-time promotions for those in loyalty programs; long-term agreements | |
Volume bonus | End-of-year bonus paid to customers if the preset purchase volume targets are met | |
Slotting allowance | Allowance paid to retailer to secure the set amount of shelf space and product positioning | |
Trade spend | Allowance for retailer to discounts from MSRP (manufacturer's suggested retail price) | |
End-customer discounts | Discounts for end-customer rather than retailer or distributor, types of pass-through | |
Other off invoice discounts | Others | |
Non-standard orders / customization costs
| Non-standard orders / customization costs | Costs associated with manufacturing and delivering a non-standard or customized order |
Consignment cost | Cost of funds when the supplier provides consigned inventory to a retailer or wholesaler | |
Shrinkage / returns / corrections | Cost of defective or damaged products | |
Freight | Cost of transporting goods to customer | |
Rush orders | Higher costs associated with filing and transporting orders more quickly | |
Free or expedited shipping | Higher costs of transporting goods to a specific customer | |
Inventory maintenance | Cost to hold goods in inventory | |
Receivables carrying / late payment cost | Cost of funds from the moment the invoice is sent until the payment is received; cost of delayed payments | |
Installation costs | Cost of installing products, including transportation and labor costs | |
Support and service cost | Cost of maintenance, general customer services, dedicated services, additional support, etc. | |
Performance guarantees / basic terms/ warranty | Discounts that seller agrees to give buyers if the seller misses performance targets (e.g. quality levels, delivery times, price protects) | |
Other transaction costs | Others | |
Raw materials
| Raw materials | Cost of materials used to manufacture the product |
Labor | Wages for employees directly involved in manufacturing the product | |
Production | Cost to manufacture the product | |
Other COGS | Others |
Field Calculation
Each field value defined in the Advanced Configuration waterfall-configuration is retrieved by querying its SUM from the Datamart. The exceptions are fields marked as isSum
– these are calculated based on previous field values.
Used Advanced Configuration Fields
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
Example
Name | Value |
---|---|
| {
"waterfall-configuration": {
"dataMart": "Standard_Sales_Data",
"fields": [
{
"name": "GlobalListPrice",
"label": "Global List Price",
"isSum": false,
"isPercentBase": true,
"disabled": false,
"isSubtract": false
},
{
"name": "LocalAdjustments",
"label": "Local Adjustments",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "ForeignExchangeAdjustment",
"label": "Foreign Exchange Adjustment",
"disabled": false,
"isSubtract": true
},
{
"name": "LocalAdjustment",
"label": "Local Adjustment",
"disabled": false,
"isSubtract": true
}
]
},
{
"name": null,
"label": "Local List Price",
"isSum": true,
"isPercentBase": false,
"disabled": false,
"isSubtract": false
},
{
"name": null,
"label": "On-Invoice Discounts",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "VolumeDiscounts",
"label": "Volume Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "SalesChannelDiscounts",
"label": "Sales Channel Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "SeasonalDiscounts",
"label": "Seasonal Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerNegotiatedDiscounts",
"label": "Customer Negotiated Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "FreeGiveaways",
"label": "Free Giveaways",
"disabled": false,
"isSubtract": true
},
{
"name": "CompetitiveDiscounts",
"label": "Competitive Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "InstantRebates",
"label": "Instant Rebates",
"disabled": false,
"isSubtract": true
},
{
"name": "EndCustomerOnInvoiceDiscounts",
"label": "End Customer OnInvoice Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerPickupAllowance",
"label": "Customer Pickup Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherOnInvoicePromotions",
"label": "Other OnInvoice Promotions",
"disabled": false,
"isSubtract": true
}
]
},
{
"name": null,
"label": "Up Charges",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "UpchargeFreight",
"label": "Upcharge Freight",
"disabled": false,
"isSubtract": false
},
{
"name": "UpchargeCustomisation",
"label": "Upcharge Customisation",
"disabled": false,
"isSubtract": false
},
{
"name": "UpchargeInstallation",
"label": "Upcharge Installation",
"disabled": false,
"isSubtract": false
}
]
},
{
"name": null,
"label": "Invoice Price",
"isSum": true,
"isPercentBase": false,
"disabled": false,
"isSubtract": false
},
{
"name": null,
"label": "Off-Invoice Discounts",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "StockingAllowance",
"label": "Stocking Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "EarlyPaymentDiscounts",
"label": "Early Payment Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "QuickPaymentDiscounts",
"label": "Quick Payment Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "Rebates",
"label": "Rebates",
"disabled": false,
"isSubtract": true
},
{
"name": "MarketingDevelopmentPromotions",
"label": "Marketing Development Promotions",
"disabled": false,
"isSubtract": true
},
{
"name": "OffInvoicePromotions",
"label": "OffInvoice Promotions",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerLoyaltyProgram",
"label": "Customer Loyalty Program",
"disabled": false,
"isSubtract": true
},
{
"name": "VolumeBonus",
"label": "Volume Bonus",
"disabled": false,
"isSubtract": true
},
{
"name": "SlottingAllowance",
"label": "Slotting Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "TradeSpend",
"label": "Trade Spend",
"disabled": false,
"isSubtract": true
},
{
"name": "EndCustomerOffInvoiceDiscounts",
"label": "End Customer OffInvoice Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherOffInvoiceDiscounts",
"label": "Other OffInvoice Discounts",
"disabled": false,
"isSubtract": true
}
]
},
{
"name": null,
"label": "Net Price",
"isSum": true,
"isPercentBase": false,
"disabled": false,
"isSubtract": false
},
{
"name": null,
"label": "Transaction Costs",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "CustomizationCosts",
"label": "Customization Costs",
"disabled": false,
"isSubtract": true
},
{
"name": "ConsignmentCost",
"label": "Consignment Cost",
"disabled": false,
"isSubtract": true
},
{
"name": "Corrections",
"label": "Corrections",
"disabled": false,
"isSubtract": true
},
{
"name": "Freight",
"label": "Freight",
"disabled": false,
"isSubtract": true
},
{
"name": "RushOrders",
"label": "Rush Orders",
"disabled": false,
"isSubtract": true
},
{
"name": "ExpeditedShipping",
"label": "Expedited Shipping",
"disabled": false,
"isSubtract": true
},
{
"name": "InventoryMaintenance",
"label": "Inventory Maintenance",
"disabled": false,
"isSubtract": true
},
{
"name": "ReceivablesCarrying",
"label": "Receivables Carrying",
"disabled": false,
"isSubtract": true
},
{
"name": "InstallationCosts",
"label": "Installation Costs",
"disabled": false,
"isSubtract": true
},
{
"name": "SupportCost",
"label": "Support Cost",
"disabled": false,
"isSubtract": true
},
{
"name": "Warranty",
"label": "Warranty",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherTransactionCosts",
"label": "Other Transaction Costs",
"disabled": false,
"isSubtract": true
}
]
},
{
"name": null,
"label": "Realized Price",
"isSum": true,
"isPercentBase": false,
"disabled": false,
"isSubtract": false
},
{
"name": null,
"label": "Cost Of Goods Sold",
"isSum": false,
"isPercentBase": false,
"disabled": false,
"isSubtract": false,
"subLevel": [
{
"name": "RawMaterials",
"label": "Raw Materials",
"disabled": false,
"isSubtract": true
},
{
"name": "Labor",
"label": "Labor",
"disabled": false,
"isSubtract": true
},
{
"name": "Production",
"label": "Production",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherCOGS",
"label": "Other COGS",
"disabled": false,
"isSubtract": true
}
]
},
{
"name": null,
"label": "Gross Margin",
"isSum": true,
"isPercentBase": false,
"disabled": false,
"isSubtract": false
}
]
}
} |
For additional information about the configuration, see Waterfall Dashboard Configuration during Deployment.
Advanced Configuration
Name | Value | Description |
---|---|---|
| {name of the field from transactions DM} | Defines which transaction DM fields will be displayed in the waterfall dashboard. The names have to match exactly those from the DM. |
| {custom label for the field to be displayed on the dashboard} | Allows the user to set up a custom displayed value. For example: |
| {true/false} | Determines whether a given element should display the total sum across the entire series. Defaults to false. The first entry is marked as The last entry is marked as |
| {true/false} | Defines the base for percentage calculations. Only the first field marked with |
| {true/false} | Determines whether a given field should no longer be displayed. Defaults to false. |
| {true/false} | Determines whether the value of the given field should be reversed. Defaults to false. The values defined as |
| {list of elements that are used for drilldown under this field} | Defines the drilldown structure for a given field. The field definition follows the same structure as the parent element (without the |
Field with both isSum
and isSubtract
set as false
or left empty will display as a gain. Gains are displayed in green in the dashboard, losses in red.